Skip to content
Disclosery

Epoch Investment Partners, Inc.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Epoch Investment Partners, Inc. on JPM, newest first. How the timeline and the estimate are built.

Epoch Investment Partners, Inc. held 679,231 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 679,231 shares
    Change vs previous 13F -121,311 shares

    1.26% of the 13F portfolio, value $222,332,683.

    13F-HR 0001172661-26-003392 filed by Epoch Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 800,542 shares
    Change vs previous 13F -100,713 shares

    1.43% of the 13F portfolio, value $235,487,435.

    13F-HR 0001172661-26-001965 filed by Epoch Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 901,255 shares
    Change vs previous 13F -76,495 shares

    1.65% of the 13F portfolio, value $290,402,386.

    13F-HR 0001172661-26-000792 filed by Epoch Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 977,750 shares
    Change vs previous 13F -401,168 shares

    1.69% of the 13F portfolio, value $308,411,683.

    13F-HR 0001172661-25-004773 filed by Epoch Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,378,918 shares
    Change vs previous 13F -218,411 shares

    2.07% of the 13F portfolio, value $399,762,118.

    13F-HR 0001172661-25-003170 filed by Epoch Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,597,329 shares
    Change vs previous 13F -118,580 shares

    2.03% of the 13F portfolio, value $391,824,803.

    13F-HR 0001172661-25-001908 filed by Epoch Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,715,909 shares
    Change vs previous 13F -254,905 shares

    1.99% of the 13F portfolio, value $411,320,547.

    13F-HR 0001172661-25-000806 filed by Epoch Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,970,814 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $415,565,841.

    13F-HR 0001172661-24-004644 filed by Epoch Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).